Senior Customer Success Manager, Capital Markets

This is a fully remote position, open to applicants in United States.

📋 Description

• Manage the complete client relationship involving research, data strategy, and procurement stakeholders.

• Foster adoption, sustained data utilization, best practices, and satisfaction with Guideline’s solutions.

• Establish and maintain long-term connections with analysts, portfolio managers, quantitative researchers, data strategy teams, and compliance personnel.

• Oversee client renewals and proactively handle timelines in accordance with research and data budget cycles.

• Expand accounts by adding more users, datasets, historical data, adjacent teams, and strategies.

• Enhance client satisfaction and pinpoint opportunities to broaden data coverage.

• Create and execute customized success plans for each client.

• Monitor client health indicators, such as data consumption, engagement, 13F analysis, and stakeholder coverage.

• Work collaboratively with sales, product, data engineering, legal, and compliance teams to address data delivery and licensing challenges.

• Recognize opportunities for capital markets product expansion and contribute to shaping the roadmap.

• Assist clients during evaluation and onboarding processes, including data dictionaries, methodologies, sample deliveries, backtests, and proofs of concept.

• Conduct consultations, demonstrations, onboarding sessions, training, and Quarterly Business Reviews.

• Educate analysts and researchers about data structure, coverage, and methodologies.

• Remain updated on Guideline’s product roadmap, advertising market, and developments in the alternative data industry.

⛳️ Requirements

• A minimum of 5-8 years of experience in a client-facing role, ideally in customer success, account management, client-facing research, or consulting for market data, alternative data, or B2B SaaS.

• Previous experience serving capital markets clients, including hedge funds, mutual funds, and private equity.

• Strong familiarity with how investment teams source, assess, and operationalize alternative data is highly preferred.

• Knowledge of the advertising and media intelligence landscape is advantageous.

• A growth-oriented mindset.

• Strong critical thinking and a solution-focused approach.

• Capacity to identify and act on opportunities for process improvement, data usage, client engagement, and cross-functional collaboration.

• Comfortable navigating technical and quantitative discussions.

• Excellent written and verbal communication skills, with the ability to clearly explain methodologies and data limitations to a sophisticated and skeptical audience.

• Highly organized and responsive to the needs of customers and internal teams.

• A curious and eager learner, willing to explore and educate others.

• Outstanding relationship-building abilities, with empathy for client challenges and a commitment to effectively resolving issues.

• Proven ability to manage competing priorities with urgency while maintaining professionalism and accuracy.

• Working knowledge of compliance considerations governing alternative data in capital markets, including MNPI, personal data, web-sourced data, permitted-use, and licensing restrictions.

• Good judgment regarding when to involve legal and compliance teams.

• Proficient in Excel, PowerPoint, and Salesforce.

• Experience with Jira, Gong, and market data, alternative data, or advertising intelligence platforms is preferred.

• Bachelor’s degree in finance, economics, business, communications, information technology, or a related field is preferred.

🏝️ Benefits

• Competitive salary and performance-based bonuses.

• Comprehensive health, dental, and vision insurance.

• Flexible work hours and remote work options.

• Opportunities for professional development and growth.

• A collaborative and inclusive work environment.